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Riverview Trust Company’s NiSource NI Stock Holding History

Riverview Trust Company’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$20K – 460
2025
Q1 		$20K Sell
500
-38
-7% -$1.46K 0.02% 432
2024
Q4 		$19.8K Hold
538
– – 0.02% 471
2024
Q3 		$18.6K Buy
538
+38
+8% +$1.21K 0.02% 516
2024
Q2 		$14.4K Hold
500
– – 0.01% 558
2024
Q1 		$13.8K Buy
+500
New +$13.1K 0.01% 604
2023
Q4 		– Sell
-500
Closed -$12.3K – 457
2023
Q3 		$12.3K Hold
500
– – 0.01% 629
2023
Q2 		$13.7K Hold
500
– – 0.01% 592
2023
Q1 		$14K Hold
500
– – 0.01% 536
2022
Q4 		$14K Buy
+500
New +$13.1K 0.01% 505

Other funds holding NI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Riverview Trust Company's NI Position: Q2 2025 in Review

Riverview Trust Company sold out of NiSource (NI) in Q2 2025, closing a stake of 500 shares — an estimated $20K sold.

Riverview Trust Company first reported a position in NI in Q4 2022 and held it in 9 quarters. The position peaked at $20K in Q1 2025. 774 funds tracked by Wall St. Rank hold NI as of Q2 2025.

  • Riverview Trust Company reported no remaining NiSource position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 500 NiSource shares in Q2 2025, an estimated $20K.
  • Riverview Trust Company first reported a position in NiSource in Q4 2022 and held it in 9 quarters.
  • Riverview Trust Company's NiSource position peaked at $20K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held NiSource as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.